Quarterly Business Review One-Pager

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What’s on It

Headline numbersThe Account
Side-by-side comparisonAgainst Last Review
Summary cardsNext Quarter
Gauge against targetRenewal Confidence
Progress barsRollout by Site

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Account Review: Vantage Retail

Quarterly business review · March 2026

The Account

Annual value

$412K

+18%

vs $349K

Active seats

1,240

+310

78% of licensed

Support CSAT

4.6

+0.4

vs 4.2

Renewal

Nov

8 months

auto-renew on

Against Last Review

Fixed

SSO rollout finished

Reporting latency down to 2s

Two escalations closed

Still Open

Warehouse module adoption at 31%

No admin trained since October

Invoice disputes twice this quarter

Next Quarter

Warehouse enablement

April

Two sessions, on site.

Second admin

May

Named and certified.

Renewal case

July

Value review with the CFO.

Renewal Confidence

Up from 61% at the last review. Warehouse adoption is the swing factor.

Rollout by Site

Distribution centers92%

Retail floor74%

Warehouse31%

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